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Choose Plans

Choose the Perfect Plan for Your Financial Needs

At Safeguard Financial Services, we understand that every individual has unique financial goals and requirements. That’s why we offer a range of customizable plans designed to cater to your specific needs. Whether you’re planning for retirement, managing investments, or seeking expert tax and estate planning advice, we have the perfect plan for you.

Free with limited support

With limited professional tax support:

Free federal & $35 state taxes 

W2 & unemployment income, Child Tax Credit (CTC)

Education credits and tuition interest

Deluxe

Everything in Free Online, plus:

Get help from a live expert & our AI Tax Assist:

Child and dependent care expenses

Itemize deductions

Self-Employed

Everything in Premium Online, plus:

Small business asset depreciation

Business income reporting & deductions

Track business expenses

Choose Plans

Choose the Perfect Plan for Your Financial Needs

At Safeguard Financial Services, we understand that every individual has unique financial goals and requirements. That’s why we offer a range of customizable plans designed to cater to your specific needs. Whether you’re planning for retirement, managing investments, or seeking expert tax and estate planning advice, we have the perfect plan for you.

Do your own taxes

$0*-$79

State additional for paid products
(4.5 | 105,451 reviews)
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Experts help as you do your taxes

$0*-$149

State additional for paid products
(4.7 | 69,993 reviews)
73b7620e911e92d3193e

We do your taxes for you

$89†

Price includes W-2 and 1040.
(4.9 | 9,162 reviews)
efcf3a64057e472c938b

Tax Planning Strategies

Tax Planning Strategies for Financial Wellness

At Safeguard Financial Services, we understand that strategic tax planning is a cornerstone of financial well-being. Our expert advisors are dedicated to helping you navigate the complexities of tax laws and optimize your financial position. Explore the following key tax planning strategies to safeguard your wealth and minimize your tax liability:

Maximize Deductions

Our calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties.

Maximum refund guaranteed

We search hundreds of tax deductions to find every tax deduction and credit you qualify for to get you the biggest tax refund, guaranteed.

File with complete confidence

CompleteCheck™ scans your return from beginning to end, so you can be confident it’s 100% accurate before you file.

Bookkeeping Made Easy

Transparent and Affordable Bookkeeping Services - SafeGuard Price List

At SafeGuard, we understand that bookkeeping is a crucial aspect of running a successful business. Our team of experienced professionals is dedicated to providing transparent and reliable bookkeeping services to help you stay on top of your financial records.

Financial Reporting

Monthly financial statements, balance sheet and income statement preparation, key performance indicator (KPI) analysis.